Estate Planning

Featured Articles:

The recent increases in the lifetime estate and gift tax exclusions have yet to expire, making now a good time protect your legacy. Read More

Leaving More than Money

An ethical will could be one of the most valuable estate planning tools you have. Here's how to get yours right.
Read More

Succeeding in America

How a Chinese immigrant learned the language of American finance — with the help of his Merrill Lynch Financial Advisors. Read More

Can You Do Well by Doing Good?

Values-based investing allows you to follow your conscience without sacrificing potential returns. Read More

Client Stories:

Sandwich Generation Balancing Act

Paying children's college expenses, caring for aging parents — and saving for retirement? You're not alone. View Video

The Ehmanns: Tightening Family Budgets, Maintaining Long-Term Goals

Saving for their children's college and their own retirement has become a more difficult balancing act for this couple in today's economy. Read More

Find a Merrill Lynch Financial Advisor who can help with your legacy and philanthropic needs.

Submit

Disclosures

Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Estate Planning
Services

A trust and estate plan can benefit you today and your heirs in the future.

Disclosures

Estate PlanningServices

A trust and estate plan can benefit you today and your heirs in the future.

Related Solutions

Disclosures

Estate Planning
Services